CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
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NEW YORK NY
Investment Advisor
Hedge Fund
Cantor Fitzgerald Investment Advisors is based out of New York. Cantor Fitzgerald Investment Advisors is a hedge fund with 1961 clients and discretionary assets under management (AUM) of $2,336,482,672 (Form ADV from 2024-01-17). Their last reported 13F filing for Q4 2023 included $1,293,574,620 in managed 13F securities
and a top 10 holdings concentration of 25.7%. Cantor Fitzgerald Investment Advisors's largest holding is iShares 3-7 Year Treasury Bond ETF-iShares 3-7 Year Treasury Bond ETF with shares held of 410,746. Whalewisdom has at least 23 13F filings, and 3 Form 4 filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IEI iShares 3-7 Year Tre | 3.72% |
VOO VANGUARD 500 INDEX F | 3.62% |
VMBS VANGUARD MORTGAGE-BA | 3% |
AVGO Broadcom Ltd. (Avago | 2.51% |
IBM International Busine | 2.44% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IEI iShares 3-7 Year Tre | 3.72% |
VOO VANGUARD 500 INDEX F | 3.62% |
VMBS VANGUARD MORTGAGE-BA | 3% |
AVGO Broadcom Ltd. (Avago | 2.51% |
IBM International Busine | 2.44% |
2023-12-31
13F Activity
Market Value | $1.29b, Prior: $0 |
New Purchases | 150 stocks |
Added To | 0 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | 25.7% |
Turnover %[1] | % |
Turnover Alt %[2] | % |
Time Held Top 20 | 0 quarters |
Time Held Top 10 | 0 quarters |
Time Held All | 0 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31